Add, Edit, & Sign Treatment Chart Records

You can open this feature in multiple ways: Use the method that's most convenient for you.

After opening the patient's Treatment Chart page, you can create treatment chart records for each appointment you complete for the patient, and integrate those records with your tooth chart and needs appointment list.

1. Select Style to Use - The most recently-used treatment chart style is the default for your new treatment chart record. If you would like to use a different style instead, right-click anywhere in your treatment chart and select Change Style. Then choose the style to use. Your selected style will be used to create new treatment chart entries until you choose to change the style again. (See "Treatment Chart & Plan Style Editor" for details about creating your styles.)

   

2. Add a New Treatment Chart Record - Click Add in the Treatment Chart ribbon bar. (Or, press Ctrl + A on your keyboard). New treatment chart records are entered chronologically, with the newest entry at the bottom of the list.

   Records Are Permanent - As soon as you finish the final column of a new treatment chart or plan record, you create a record that cannot be deleted! You may exit a new record you have not yet completed by pressing the Esc key on your keyboard, or exiting the patient folder before you tab out of the final column of the record. After 24 hours, you cannot edit the text of the record, although you can still change the way the text looks.

   

3. Enter Data - Treatment chart records can include manually typed data, data you select from a list, appointment procedure information, tooth chart data, and findings imported from the patient folder. After finishing a column, you can press the Tab key on your keyboard to advance to the next column, or click in the column you want to work with next. When you reach the final column, press the Tab key once more to permanently add the record to the patient folder. In addition to manually entering data, you can insert tooth chart and findings data into treatment chart records.

   Column Types - The way you enter data into a treatment chart or treatment plan column depends on the input method you select in the Column Type field of the Style editor. The input methods include typing text into a column, requiring a response from a list, allowing a combination of typing / selecting from a list, creating a free-hand drawing, and choosing a response from your procedure list. Specific column types are required for integrating treatment chart / treatment plan records with your Needs Appointment list, tooth chart data, Patient Rewards, and treatment findings data. (See "Treatment Chart & Plan Style Editor" for details about assigning column types and lists.)

   Text Only - This column type requires that you type (or copy & paste) text into the column. In addition, you can use text only columns to import patient findings and tooth chart data into treatment chart records.

   Import Tooth Chart Data into Treatment Chart - With your cursor in a Text Only or List and Text column, make any needed changes to the tooth chart, including adding and removing elastics. The tooth chart data will be translated into a narrative description in the active column of your treatment chart record.See "Patient Tooth Chart" for details.

   Import Findings into Treatment Chart - With your cursor in a Text Only or List and Text column, press F2 on your keyboard to import selected findings into that field. See "Add Findings to Treatment Plan" for details.

   List Only - This column type requires that you select a response from an assigned list. You cannot edit the response. (See "Treatment Chart & Plan Lists" for details about list options.) In addition, you can associate list responses with Patient Rewards.

   Search Options - When the Text Search option is enabled for a list, you can begin typing a list response, and your cursor will jump to the response that begins with your typed text. If this option is disabled, your list responses will be numbered, and you can type a number to jump to the response you want. In addition, you may press the F4 key on your keyboard to toggle whether or not you can see the list.

   Patient Rewards - To add or deduct Patient Reward points when a specific response is entered in a patient's treatment chart, enter a description and point value (either positive or negative) in the Patient Reward fields of your Treatment Chart List. For example, you might award 5 points when the response "Excellent" is selected for the Oral Hygiene column of a treatment chart record, or deduct 5 points if the response is "Poor".

   List and Text - This column type provides for both selecting from an assigned list, and/or typing text. You can select multiple responses from the list by pressing the space bar between responses. You can edit the text of the list responses, as well as add additional text as needed. In addition, you may press the F4 key on your keyboard to toggle whether or not you can see the list. (See "Treatment Chart & Plan Lists" for details about list options.) In addition, you can use List and Text columns to import patient findings and tooth chart data into treatment chart records.

   Search Options - When the Text Search option is enabled for a list, you can begin typing a list response, and your cursor will jump to the response that begins with your typed text. If this option is disabled, your list responses will be numbered, and you can type a number to jump to the response you want. In addition, you may press the F4 key on your keyboard to toggle whether or not you can see the list.

   Patient Rewards - To add or deduct Patient Reward points when a specific response is entered in a patient's treatment chart, enter a description and point value (either positive or negative) in the Patient Reward fields of your Treatment Chart List. For example, you might award 5 points when the response "Excellent" is selected for the Oral Hygiene column of a treatment chart record, or deduct 5 points if the response is "Poor".

   Import Tooth Chart Data into Treatment Chart - With your cursor in a Text Only or List and Text column, make any needed changes to the tooth chart, including adding and removing elastics. The tooth chart data will be translated into a narrative description in the active column of your treatment chart record.See "Patient Tooth Chart" for details.

   Import Findings into Treatment Chart - With your cursor in a Text Only or List and Text column, press F2 on your keyboard to import selected findings into that field. See "Add Findings to Treatment Plan" for details.

   Procedure List - This column type requires that you select a single response from your appointment procedures list. A Procedure List column is required for integrating the treatment chart with your Needs Appointment list.

   Search Options - The Text Search option is automatically enabled for Procedure List columns. Therefore, you can begin typing a list response, and your cursor will jump to the response that begins with your typed text. You can then press the Tab key to enter that response into the column.

   Needs Appointment Integration - When a treatment chart style includes both a column that requires a List response from a list that has the Next Appt Time option enabled, and a column that requires a Procedure List response, the information will automatically transfer to your Needs Appointment List. (See "Needs Appointment List" for details.)

   Drawing - This column type pops a window onto your screen where you can create a free-hand drawing to include with the record. Once the record has been saved, you can right-click the field to display the drawing.

   Copy & Paste - In addition to typing or using lists, you can cut, copy, and paste You can cut, copy and paste to add and edit text and/or images to many areas of your system using standard keyboard shortcuts ( Ctrl+X , Ctrl+C , Ctrl+V , respectively). Or, you can often right-click the field or image you are working with and select the action from a menu. In many cases, Ctrl+A selects all available text or images, ready for you to cut or copy, Ctrl+Z performs an Undo of the last action, and Ctrl+Y performs a redo of the last action. data into most treatment chart columns.

4. Format Text - Right-click to apply special highlight colors or to cross out the text of a column.

   Highlight Text - Right-click a record and select this option, then choose a color scheme to apply to the selected column, bringing special attention to that column. Right-click and select Reset to default column colors to return the column to its original colors.

   

   Cross Out Text - Right-click a column in any record, and select Cross Out to draw a line through incorrect text. You can also right-click and Undo Cross Out if needed.

   

5. Save - Press your Tab key after the final column of a treatment chart record to permanently save the record.

Toggle Chart & Plan - Click the Chart / Plan icon from the Treatment Chart / Plan toolbar to toggle between viewing the patient's chart and plan.